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Buckley Wealth Management’s Goldman Sachs GS Stock Holding History

Buckley Wealth Management’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.02M Sell
1,007
-100
-9% -$97.5K 0.25% 76
2026
Q1 		$937K Hold
1,107
– – 0.24% 74
2025
Q4 		$973K Buy
1,107
+4
+0.4% +$3.26K 0.26% 70
2025
Q3 		$878K Hold
1,103
– – 0.24% 74
2025
Q2 		$781K Sell
1,103
-97
-8% -$56.2K 0.23% 75
2025
Q1 		$656K Hold
1,200
– – 0.2% 80
2024
Q4 		$687K Hold
1,200
– – 0.21% 74
2024
Q3 		$594K Hold
1,200
– – 0.18% 79
2024
Q2 		$543K Sell
1,200
-100
-8% -$43.9K 0.17% 79
2024
Q1 		$543K Sell
1,300
-100
-7% -$38.8K 0.17% 81
2023
Q4 		$540K Hold
1,400
– – 0.19% 80
2023
Q3 		$453K Hold
1,400
– – 0.17% 83
2023
Q2 		$452K Hold
1,400
– – 0.15% 89
2023
Q1 		$458K Hold
1,400
– – 0.17% 85
2022
Q4 		$481K Sell
1,400
-16
-1% -$5.57K 0.18% 83
2022
Q3 		$415K Hold
1,416
– – 0.15% 91
2022
Q2 		$421K Buy
1,416
+16
+1% +$4.98K 0.14% 98
2022
Q1 		$462K Hold
1,400
– – 0.13% 102
2021
Q4 		$536K Hold
1,400
– – 0.16% 96
2021
Q3 		$529K Hold
1,400
– – 0.17% 89
2021
Q2 		$531K Hold
1,400
– – 0.18% 86
2021
Q1 		$458K Hold
1,400
– – 0.17% 86
2020
Q4 		$369K Hold
1,400
– – 0.15% 94
2020
Q3 		$281K Hold
1,400
– – 0.13% 97
2020
Q2 		$277K Hold
1,400
– – 0.13% 107
2020
Q1 		$216K Hold
1,400
– – 0.12% 107
2019
Q4 		$322K Hold
1,400
– – 0.15% 109
2019
Q3 		$290K Buy
1,400
+400
+40% +$83.7K 0.14% 115
2019
Q2 		$205K Buy
+1,000
New +$198K 0.1% 145

Other funds holding GS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Buckley Wealth Management's GS Position: Q2 2026 in Review

Buckley Wealth Management reduced its Goldman Sachs (GS) stake by 9% in Q2 2026, selling an estimated $97.5K and leaving 1,007 shares worth $1.02M. The position accounts for 0.25% of the portfolio, ranked #76.

Buckley Wealth Management first reported a position in GS in Q2 2019 and has held it in 29 quarters since. 3,147 funds tracked by Wall St. Rank hold GS as of Q2 2026.

  • Buckley Wealth Management held 1,007 shares of Goldman Sachs worth $1.02M as of Q2 2026.
  • Buckley Wealth Management sold 100 Goldman Sachs shares in Q2 2026, an estimated $97.5K.
  • Goldman Sachs made up 0.25% of Buckley Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Buckley Wealth Management first reported a position in Goldman Sachs in Q2 2019 and has held it in 29 quarters since.
  • 3,147 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2026.

Based on Buckley Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.